Portfolio of Stocks

Good Morning: This is a daily review of the stocks in your portfolio, updated on Saturday, August 2, 2025 at 7:11 AM (UTC). The data is lagged by ~1 day.

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Summary Table

Charts

AAPL

AAPL Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	-0.0965178	-0.140451	9034.822	1
Buy_Hold	-0.1309314	-0.188811	8743.627	1

##### AAPL Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

AAPLStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

AAPL Interactive

AMZN

AMZN Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0279145	0.0419080	10279.14	2
Buy_Hold	0.0660214	0.1000247	10776.29	1

##### AMZN Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

AMZNStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

AMZN Interactive

BA

BA Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.3870003	0.6287476	13870.00	4
Buy_Hold	0.4493794	0.7391719	14724.62	1

##### BA Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

BAStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

BA Interactive

BABA

BABA Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.1384355	0.2132851	11384.36	2
Buy_Hold	0.3679598	0.5955199	13895.55	1

##### BABA Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

BABAStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

BABA Interactive

BYDDY

BYDDY Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.2636954	0.4176252	12636.95	3
Buy_Hold	0.2826283	0.4494117	12857.14	1

##### BYDDY Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

BYDDYStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

BYDDY Interactive

COST

COST Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0690696	0.1047182	10690.696	3
Buy_Hold	-0.0087107	-0.0129609	9769.436	1

##### COST Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

COSTStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

COST Interactive

CRCL

CRCL Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.000000	0.00	10000.00	0
Buy_Hold	4.422581	42217.04	54225.81	1

##### CRCL Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

CRCLStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

CRCL Interactive

CRWV

CRWV Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0000	0.00000	10000.00	0
Buy_Hold	1.6035	15.50746	26702.56	1

##### CRWV Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

CRWVStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

CRWV Interactive

EL

EL Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.1543478	0.2386590	11543.48	2
Buy_Hold	0.2476360	0.3908458	12754.27	1

##### EL Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

ELStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

EL Interactive

ELF

ELF Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	-0.0229943	-0.0340930	9770.057	1
Buy_Hold	-0.1039790	-0.1510141	8955.384	1

##### ELF Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

ELFStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

ELF Interactive

GELYF

GELYF Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.2834225	0.4507501	12834.23	2
Buy_Hold	0.3674699	0.5946680	14187.50	1

##### GELYF Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

GELYFStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

GELYF Interactive

GLD

GLD Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0000000	0.0000000	10000.00	0
Buy_Hold	0.2747855	0.4362163	12654.44	1

##### GLD Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

GLDStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

GLD Interactive

GOOGL

GOOGL Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0397361	0.0598258	10397.36	2
Buy_Hold	0.1281241	0.1969352	11387.20	1

##### GOOGL Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

GOOGLStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

GOOGL Interactive

JPM

JPM Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.1152636	0.1766460	11152.64	2
Buy_Hold	0.1561389	0.2415258	11593.81	1

##### JPM Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

JPMStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

JPM Interactive

MSFT

MSFT Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0474003	0.0714960	10474.00	2
Buy_Hold	0.2514864	0.3972511	12527.13	1

##### MSFT Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

MSFTStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

MSFT Interactive

NBIS

NBIS Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.8103621	1.423038	18103.62	4
Buy_Hold	1.2137080	2.270524	21666.67	1

##### NBIS Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

NBISStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

NBIS Interactive

NET

NET Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0413862	0.0623347	10413.86	2
Buy_Hold	0.9291429	1.6638746	18745.67	1

##### NET Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

NETStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

NET Interactive

NVDA

NVDA Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0935063	0.1425819	10935.06	2
Buy_Hold	0.2771651	0.4402157	12234.66	1

##### NVDA Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

NVDAStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

NVDA Interactive

O

O Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.1034156	0.1580554	11034.156	2
Buy_Hold	-0.0153177	-0.0227544	9838.261	1

##### O Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

OStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

O Interactive

QQQ

QQQ Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0024053	0.0035887	10024.05	2
Buy_Hold	0.0933497	0.1423379	10862.52	1

##### QQQ Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

QQQStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

QQQ Interactive

QQQM

QQQM Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0023556	0.0035145	10023.56	2
Buy_Hold	0.0935687	0.1426792	10863.79	1

##### QQQM Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

QQQMStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

QQQM Interactive

SCHD

SCHD Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	-0.0459313	-0.0677107	9540.687	1
Buy_Hold	-0.1060658	-0.1539607	8930.263	1

##### SCHD Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

SCHDStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

SCHD Interactive

TCMD

TCMD Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	-0.4353423	-0.5735374	5646.577	1
Buy_Hold	-0.4899577	-0.6335587	4936.061	1

##### TCMD Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

TCMDStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

TCMD Interactive

TSM

TSM Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.2021979	0.3159945	12021.98	1
Buy_Hold	0.2708559	0.4296197	12505.18	1

##### TSM Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

TSMStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

TSM Interactive

V

V Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0252576	0.0378948	10252.58	1
Buy_Hold	0.0835276	0.1270696	10881.49	1

##### V Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

VStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

V Interactive

VDADX

VDADX Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0651552	0.0986922	10651.55	2
Buy_Hold	0.0009035	0.0013475	10009.03	1

##### VDADX Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

VDADXStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

VDADX Interactive

VDE

VDE Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0974436	0.1487219	10974.436	4
Buy_Hold	-0.1035075	-0.1503478	8780.791	1

##### VDE Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

VDEStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

VDE Interactive

VOO

VOO Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0540099	0.0815940	10540.10	2
Buy_Hold	0.0404567	0.0609212	10367.38	1

##### VOO Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

VOOStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

VOO Interactive

VUG

VUG Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0025299	0.0037748	10025.30	2
Buy_Hold	0.0996788	0.1522123	10925.25	1

##### VUG Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

VUGStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

VUG Interactive

VYM

VYM Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0363874	0.0547400	10363.874	2
Buy_Hold	-0.0113079	-0.0168145	9889.864	1

##### VYM Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

VYMStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

VYM Interactive